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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

GREGORY FRAZIER CHILDRESS

Advisor at CHARLES SCHWAB & CO., INC.

Westlake, TX

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Search this name across graphsid dfx:ria:e887ce23-6444-82bf-ffce-de4fd78fc7c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 11, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 8, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 8, 1991
First registration: Sep 11, 2003
Dual registered: yes, broker-dealer
Other names: Greg Childress
IAPD individual key: 2133307

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	May 28, 2020	n/a	yes	Westlake, TX	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 13, 2013	Jan 8, 2018	no	ADDISON, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 15, 2006	Apr 9, 2012	no	DALLAS, TX\|DALLAS, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 11, 2003	Apr 9, 2012	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 28, 2020	4	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	USAA FINANCIAL PLANNING SERVICES	Apr 9, 2012	Sep 13, 2013	522	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 9, 2012	May 15, 2006	-2,156	Channel change	Other

Relationships

Registered with (5)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
May 28, 2020 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 13, 2013 to Jan 8, 2018factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 15, 2006 to Apr 9, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 11, 2003 to Apr 9, 2012factForm ADV

Dated events

No dated event names this entity yet.